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Berkshire Hathaway Class B

3,607 hedge funds and large institutions have $299B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,364 increasing their positions, 1,447 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 89

81% more call options, than puts

Call options by funds: $6.86B | Put options by funds: $3.8B

16% more capital invested

Capital invested by funds: $257B → $299B (+$41.7B)

3% more funds holding in top 10

Funds holding in top 10: 633650 (+17)

2% more funds holding

Funds holding: 3,5533,607 (+54)

1.1% more ownership

Funds ownership: 63.94%65.03% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,447

Holders
3,607
Holders Change
+54
Holders Change %
+1.52%
% of All Funds
56.6%
Holding in Top 10
650
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.69%
% of All Funds
10.2%
New
176
Increased
1,364
Reduced
1,447
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
SF
3151
Slagle Financial
Illinois
$382K +$366K +1,121 New
GWM
3152
GoalFusion Wealth Management
Texas
$381K
FS
3153
Ferguson Shapiro
Georgia
$381K +$364K +1,116 New
KIG
3154
Kennedy Investment Group
New Jersey
$377K +$10.8K +33 +3%
BWCS
3155
Beirne Wealth Consulting Services
Connecticut
$376K
CTC
3156
Corundum Trust Company
South Dakota
$376K +$360K +1,104 New
MS
3157
Madden Securities
Texas
$376K
CCA
3158
Conestoga Capital Advisors
Pennsylvania
$375K -$4.9K -15 -1%
WM
3159
Whitford Management
New York
$375K -$1.3K -4 -0.4%
ACM
3160
Alethea Capital Management
Washington
$375K
LFA
3161
Lauterbach Financial Advisors
Texas
$375K
TOCUITCONY
3162
Trustees of Columbia University in the City of New York
New York
$375K
PPW
3163
PACK Private Wealth
Minnesota
$375K
SCM
3164
Stonehearth Capital Management
Massachusetts
$375K
WRPWM
3165
Werba Rubin Papier Wealth Management
California
$374K -$23.2K -71 -6%
WBCM
3166
Wilson & Boucher Capital Management
California
$373K
CCA
3167
Clearwater Capital Advisors
Illinois
$373K +$60.4K +185 +20%
4WM
3168
44 Wealth Management
Oregon
$373K -$117K -360 -25%
GWM
3169
GDS Wealth Management
Texas
$373K +$39.5K +121 +12%
C
3170
Covestor
United Kingdom
$373K -$16.3K -50 -4%
VFPW
3171
Vantage Financial Partners (Wisconsin)
Wisconsin
$373K
CWM
3172
Collaborative Wealth Management
Florida
$372K -$16.3K -50 -4%
FPIS
3173
Financial Planning & Information Services
Wisconsin
$372K
VCM
3174
Viewpoint Capital Management
Washington
$372K
HIA
3175
HTG Investment Advisors
Connecticut
$370K +$29.4K +90 +9%

BRK.B Hedge Fund Activity: Q2 2023 in Review

3,607 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2023, worth a combined $299B — up 16% from $257B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BRK.B positions and 89 closed out — a net gain of 87 holders — while 1,364 added to existing stakes and 1,447 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.78B. The largest seller was Bank of America, cutting an estimated $559M.

  • 3,607 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2023, up from 3,553 in Q1 2023.
  • Funds reported $299B of Berkshire Hathaway Class B stock for Q2 2023, up 16% quarter-over-quarter.
  • 176 funds opened new Berkshire Hathaway Class B positions in Q2 2023 and 89 closed out, a net change of +87 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2023 was Gates Foundation Trust, an estimated $1.78B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2023 was Bank of America, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2023.